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401(k) Knowledge Center
401(k) Knowledge Center
Have retirement plan questions? Search our knowledge center for answers.
Retirement Planning
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How Compound Interest and Dollar Cost Averaging Grow Savings Over Time
Want to Retire Early? Three 401(k) Features That Can Help
401(k) Retirement Planning – 4 Steps to Retire Faster
Fiduciary Responsibility
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Best Practices for Avoiding 401(k) Fiduciary Liability
Understanding a 401(k) Plan's Fiduciary Hierarchy
The Basics of 401(k) Fiduciary Responsibilities
401(k) Fees
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'Hidden' 401(k) Fees – What Business Owners Need to Know
401(k) Fees - What You Need to Know About The 3 Major Categories
401(k) Fee Study - 75% of Small Business Plans Pay Hidden Fees
401(k) Investments
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401(k) Investment Advice - Pros and Cons of the 3 Major Forms
Options for Picking a 401(k) Investment Menu
401(k) Investment Basics for Employers
401(k) Plan Design
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Small Business 401(k) Plan Design Study - What 4,330 401(k) Plans Are Doing
Is Your Company Part of a Controlled Group? You Need to Know or Risk 401(k) Plan Disqualification
401(k) Plan Design – An Overview
Annual Administration
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401(k) Eligibility - When to Let Employees Join Your Plan
How Much Time Does Annual 401(k) Administration Take?
401(k) Annual Administration - A Checklist for Business Owners (2022)
Contributions
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Roth vs. Pre-Tax 401(k) Deferrals – How to Choose
401(k) Contribution Deadlines – You Don’t Want to Miss Them!
Plan Compensation - The Basis For All 401(k) Contributions
Distributions
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Hardship Distributions – Frequently Asked Questions
401(k) Loan Rules – What Plan Participants Need to Know
401(k) Withdrawal Rules – Frequently Asked Questions
Nondiscrimination Testing
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The Coverage Test - What You Need to Know
Deadlines for 401(k) Nondiscrimination Testing
The Basics of 401(k) Nondiscrimination Testing
Starting a Retirement Plan
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Deadlines for 401(k) Adoption – Including SECURE Act Changes
Small Business 401(k) Tax Credits – Including SECURE Act Enhancements
The Benefits of a 401(k) Plan for Employers and Employees
Shopping for a 401(k)
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4 Traits of the Best Small Business 401(k) Providers
Switching 401(k) Providers – What to Expect
Shopping For a 401(k) Plan Doesn’t Need To Be Overwhelming For Small Businesses; A Checklist Can Help